Travis Hale, Candidate For Cfp® Certification Email and Phone Number
Travis Hale, Candidate For Cfp® Certification work email
- Valid
- Valid
Travis Hale, Candidate For Cfp® Certification personal email
Experienced service representative. Taken courses in finance, accounting, and spreadsheet analysis.Specialties: Customer service, Korean (reading, writing, and speaking), Microsoft Excel automation (VBA), SQL, Tableau, data analysis, and leadership
Fidelity Investments
View- Website:
- fidelity.com
- Employees:
- 83148
- Company email:
- Johrenk7@gmail.com
-
Retirement PlannerFidelity InvestmentsDurham, Nc, Us
-
Investment Management ConsultantFidelity Investments May 2024 - PresentBoston, Ma, Us
-
Retirement PlannerFidelity Investments Sep 2023 - May 2024Boston, Ma, Us
-
High Net Worth Service RepresentativeFidelity Investments Jun 2023 - Sep 2023Boston, Ma, Us
-
Customer Relationship AdvocateFidelity Investments May 2022 - Sep 2023Boston, Ma, Us
-
Korean Language Support Services RepresentativeNu Skin Oct 2019 - May 2022Provo, Utah, UsResolve technical issues and provide outstanding customer service for over 30 people each dayCreate over 6% additional revenue in personal salesLed team in the lowest after-call work time by 20 secondsMaintain average call handle time of less than nine minutes, improving by 15% over ninemonths -
Project Manager, Team LeadI Am Zambia Sep 2020 - Dec 2020Coordinate efforts with three other interns, ensuring satisfactory completion of current projectsImprove financial reporting processes by creating P&L Statements for business enterprisesPerform financial analysis to drive profitability and magnify socioeconomic impact -
Sponsor LiaisonTessel Supply Jan 2020 - Apr 2020Coordinated efforts between a team of four other interns and the company sponsorStreamlined meetings, reducing time spent at meetings by 50% over the course of four monthsIdentified effective platforms for reaching target audience, expanding market by 2.03 millionSouth KoreansCreated and translated more than two graphic ads to be used in A/B testing on Facebook
-
ServerYummy'S Korean Bbq And Sushi Aug 2018 - Oct 2019Contributed to a 4.7/5 star rating with 774 reviews on GoogleTrained six new serversTook orders in Korean
-
Route ManagerAptive Environmental May 2019 - Aug 2019Provo, Ut, UsPresented products and directed 114 prospects to make a buying decision, leading to 99 contracts and a sales-to-service ratio of 86%Maintained average contract value of $495, 39% higher than the minimum contract valueSold in the top 20% in the company over holidays such as Memorial Day and Fourth of JulyIncreased personal sales revenue by more than $47,000 -
Account ManagerVivint Smart Home Apr 2016 - Jul 2016Provo, Ut, UsInteracted with customers intending to cancel their service with VivintEfforts as an account manager resulted in "saving" over 90 Vivint customers in two months -
Cutco Independent Sales RepresentativeVector Marketing May 2015 - Aug 2015Olean, Ny, UsDemonstrated and sold products to customersEfforts resulted in over $7500 in sales during the summer seasonSelected as an assistant manager for the Provo areaInterviewed candidates and occasionally lead team meetings
Travis Hale, Candidate For Cfp® Certification Skills
Travis Hale, Candidate For Cfp® Certification Education Details
-
Brigham Young UniversityApr 2022
Frequently Asked Questions about Travis Hale, Candidate For Cfp® Certification
What company does Travis Hale, Candidate For Cfp® Certification work for?
Travis Hale, Candidate For Cfp® Certification works for Fidelity Investments
What is Travis Hale, Candidate For Cfp® Certification's role at the current company?
Travis Hale, Candidate For Cfp® Certification's current role is Retirement Planner.
What is Travis Hale, Candidate For Cfp® Certification's email address?
Travis Hale, Candidate For Cfp® Certification's email address is th****@****ing.biz
What schools did Travis Hale, Candidate For Cfp® Certification attend?
Travis Hale, Candidate For Cfp® Certification attended Brigham Young University.
What skills is Travis Hale, Candidate For Cfp® Certification known for?
Travis Hale, Candidate For Cfp® Certification has skills like Microsoft Word, Microsoft Office, Research, Powerpoint, Customer Service, Microsoft Excel, Social Media, English, Teamwork, Leadership, Teaching, Time Management.
Who are Travis Hale, Candidate For Cfp® Certification's colleagues?
Travis Hale, Candidate For Cfp® Certification's colleagues are Patrick Colburn, Katelyn Breen, Eric Smyrl, Kimberly Noonan Anagnostopoulos, Ryan Stockman, Tom Choquette, Diane Perkins.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial